CADIS MGA LIMITED

🏛️Establishedactive

12534516 · ltd · incorporated 2020-03-25

Investment thesis

Established operating company — standard diligence applies, no dominant angle.

Why interesting: Live, filing, normal profile.

Why risky: No standout signals in either direction.

🔒Estimated value

—

Upgrade to see

Turnover

—

year to Sept 2024

Net worth

£45.8k

book net assets

Opportunity

76/100

Strong

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What this business does

Primary activity: Activities of insurance agents and brokers

Sector: Financial & insurance

Investor take

Pursue

Strong opportunity: asset-holding vehicle with strong profile and bankable structure.

Opportunity 76/100 (strong), bankability 75/100. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: medium (73/100)

Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.

Company profile

address, 1 SIC codes, incorporation date

100

Financials

1 year of iXBRL accounts extracted (no YoY comparison) + narrative notes parsed

Lenders & charges

Confirmed no charges registered

Directors & officers

5 officers (5 active, 5 linked, 5 with DOB)

Ownership & PSC

1 active PSC(s) of 1 total, 1 with control declared

Director network

5 connected companies via shared directors

Filing history

20 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

76/100Strong

PassWatchWorth a lookStrongExceptional

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality

Adequate — check latest filings for context.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared

Positive net assets

Net assets £45,816

Key financials

1 year extracted from filed iXBRL accounts

Cash

£798k

Net Worth

£46k

Current Assets

£1.1m

Current Liabilities

—

Financials

Extracted from Companies House accounts · accounting standard unknown

Metric	2024-09-30
Total assets	£45.8k
Current assets	£1.13M
Cash	£797.7k
Debtors	£335.8k
Net assets	£45.8k

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

🔒Filing-note intelligence

3 signals detected in this company's narrative notes — going-concern language, audit opinion, contingent liabilities, related-party transactions.

Available from the Pro tier upwards.

See pricing →

Recent activity

Last 30 days

filing

• 1 confirmation-statement

Last 90 days

filings

• 2 confirmation-statement
• 1 officers

Last 180 days

filings

• 2 confirmation-statement
• 1 officers

Counts from Companies House filing history.

Corporate timeline (18 events)Click to expand

2026-04-27
📄
appoint-person-director-company-with-name-date
officers · AP01
2026-04-14
➕
FORREST, Steven Colin appointed
director
2025-06-30
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-08
📄
change-account-reference-date-company-previous-extended
accounts · AA01
2024-04-17
📄
change-person-director-company-with-change-date
officers · CH01
2024-03-25
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-03-22
➕
FARR, Gerald Charles appointed
director
2024-03-22
➕
GELLETT, Anthony Michael Paul appointed
director
2024-03-22
➕
WALKER, Donna Elaine appointed
director
2024-03-22
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-03-22
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-01-13
📄
accounts-with-accounts-type-dormant
accounts · AA
2023-11-14
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2022-12-16
📄
accounts-with-accounts-type-dormant
accounts · AA
2022-01-08
📄
accounts-with-accounts-type-dormant
accounts · AA
2020-03-25
🏢
Company incorporated
As CADIS MGA LIMITED
2020-03-25
➕
WILLOUGHBY, Andrew James appointed
director
2020-03-25
📄
incorporation-company
incorporation · NEWINC

Owner dependency

55/100

Moderate — manageable with handover

Some founder dependency, but not acute. A structured handover period should cover most risk.

FACTORS

-5 active directors: Broader management team in place — suggests transferable governance.
+Founder age: Director aged approximately 70 — succession pressure is live.

Succession & seller-readiness

60/100

Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS

primaryFounder aged 70+: Senior director is approximately 70 years old. Natural succession window is now.

Red flags

clean

No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%

Name	Shares	Voting rights	Nature of control	Notified
Mr Andrew James Willoughby Individual · British · DOB 09/1965 · age 61	75–100%	75–100%	board control75-100% shares · 75-100% voting · board control	25/03/2020

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

🔒Co-director network graph

Radial SVG graph showing every company connected via shared directors, colour-coded by status.

Available from the Pro tier upwards.

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Similar companies

Active · Financial services · PL postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
ACCOLADE EDUCATION FINANCIAL INVESTMENTS LIMITED→ 15187606 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
ACCOLADE FINANCE INVESTMENTS LIMITED→ 14383658 · est 2022 · no financials extracted	—	—	—	—	3y	—	—
APPLEGATE INSURANCE CONSULTANTS LIMITED→ 03366485 · est 1997 · no financials extracted	—	—	—	—	28y	—	—
ASCOUGH MANAGEMENT SERVICES LIMITED→ 01402655 · est 1978 · no financials extracted	—	—	—	—	47y	—	—
B H INSOLVENCY LIMITED→ 12102004 · est 2019 · no financials extracted	—	—	—	—	6y	—	—
BALANCE FOR BUSINESS LTD→ 07401203 · est 2010 · no financials extracted	—	—	—	—	15y	—	—
BD&K PROPERTIES (SW) LTD→ 10824829 · est 2017 · no financials extracted	—	—	—	—	8y	—	—
BOND FUTURES LTD→ 13302931 · est 2021 · no financials extracted	—	—	—	—	5y	—	—
BRAMBLES MANAGEMENT (LISKEARD) LTD→ 03468436 · est 1997 · no financials extracted	—	—	—	—	28y	—	—
BREAKWATER FINANCIAL PLANNING LIMITED→ 10118057 · est 2016 · no financials extracted	—	—	—	—	10y	—	—
CAMERON LONG PARTNERSHIP LIMITED→ 07625310 · est 2011 · no financials extracted	—	—	—	—	14y	—	—
CANNOP LIMITED→ 01091485 · est 1973 · no financials extracted	—	—	—	—	53y	—	—

Peers ranked by estimated value, then turnover, then opportunity score.See all →

🔒Tailored diligence questions

7 specific questions generated from this company's actual signals — liquidity, leverage, director age, charge count, red flags, age-of-company.

Available from the Pro tier upwards.

See pricing →

🔒Advanced scoring suite

Exit-route ranking, improvement thesis, quiet-distress detector, covenant-pressure proxy, extraction monitor, approaching triggers, ownership drift, local cluster, value trap, debt capacity, archetype classification — 48+ scoring modules.

Available from the Pro tier upwards.

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Company details

Statusactive

Typeltd

Incorporated2020-03-25

Jurisdictionengland-wales

Primary SIC66220 — Activities of insurance agents and brokers

Registered office

Trot House

Fore Street

Torpoint

PL11 2AB

England

Filing status

Accounts

Next due: 2026-06-30

Last made up to: 2024-09-30

Confirmation statement

Next due: 2027-06-10

Last: 2026-05-27